IPC

Independent Portfolio Consultants Portfolio holdings

AUM $241M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
+21.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.74M
3
+$1.72M
4
GSK icon
GSK
GSK
+$1.72M
5
AMG icon
Affiliated Managers Group
AMG
+$1.71M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.86%
2 Technology 12.07%
3 Healthcare 11.5%
4 Financials 10.82%
5 Consumer Discretionary 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$886K 0.4%
+47,490
52
$885K 0.4%
+33,085
53
$884K 0.4%
+19,300
54
$852K 0.38%
+32,076
55
$841K 0.38%
+41,562
56
$826K 0.37%
+10,095
57
$824K 0.37%
+22,121
58
$824K 0.37%
+18,593
59
$815K 0.37%
+13,119
60
$807K 0.36%
+20,822
61
$802K 0.36%
+9,260
62
$795K 0.36%
+9,392
63
$793K 0.36%
+18,635
64
$788K 0.35%
+37,135
65
$783K 0.35%
+39,089
66
$778K 0.35%
+64,420
67
$775K 0.35%
+12,925
68
$765K 0.34%
+44,860
69
$764K 0.34%
+22,538
70
$763K 0.34%
+109,252
71
$762K 0.34%
+35,995
72
$751K 0.34%
+19,730
73
$751K 0.34%
+21,982
74
$750K 0.34%
+11,345
75
$741K 0.33%
+7,487
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3
4 5